CAPTRUST Financial Advisors’s Universal Corp UVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Buy |
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|
2025
Q1 | $297K | Sell |
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|
2024
Q4 | $335K | Buy |
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|
2024
Q3 | $322K | Buy |
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|
2024
Q2 | $240K | Buy |
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|
2024
Q1 | $257K | Sell |
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|
2023
Q4 | $457K | Buy |
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|
2023
Q3 | $315K | Sell |
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|
2023
Q2 | $338K | Buy |
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|
2023
Q1 | $356K | Sell |
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|
2022
Q4 | $360K | Sell |
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|
2022
Q3 | $324K | Buy |
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|
2022
Q2 | $414K | Buy |
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|
2022
Q1 | $397K | Buy |
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|
2021
Q4 | $307K | Sell |
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|
2021
Q3 | $275K | Sell |
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|
2021
Q2 | $336K | Buy |
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|
2021
Q1 | $326K | Buy |
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|
2020
Q4 | $233K | Buy |
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|
2020
Q3 | $100K | Hold |
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|
2020
Q2 | $101K | Sell |
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|
2020
Q1 | $131K | Sell |
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|
2019
Q4 | $210K | Buy |
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|
2019
Q3 | $22K | Hold |
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|
2019
Q2 | $24K | Sell |
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|
2019
Q1 | $54K | Hold |
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|
2018
Q4 | $51K | Buy |
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|
2018
Q3 | $39K | Sell |
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|
2018
Q2 | $45K | Buy |
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|
2018
Q1 | $19K | Sell |
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|
2017
Q4 | $42K | Buy |
|